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User Manual - APR Reviewer Instructions

Reviewer Instructions

Academic Program Review reviewers are supervisors, ad hoc committee members, peer review committee members, and the Associate Vice President who review Annual Evaluation and Advancement materials and submit documents with their comments. Project Board has an Academic Program Review - Reviewer Dashboard, which is integrated with a workflow automation (WFA) software to facilitate the review process.

 

Supervisor/Reviewer Comments and Due Dates

Please see the annual AHR calendar for due dates.

 

YouTube video (9 minutes) live demo of uploading supervisor review comments: https://youtu.be/0uT6JbW6yZU

 

Step 1 - Log on to https://projectboard.ucanr.edu/ using Firefox or Chrome web browsers. Use your UC Davis Kerberos ID and password, then complete DUO authentication. On the top right dropdown menu, select Reviewer Dashboard.

 

Step 2 - Open a case

  • Click on any tile on the left to open a case.
  • Tip: Use keyword search (Ctrl F) to find a person easily.

RD_OpenCase

 

Step 3 - Read case materials

  • Click on any file listed under Candidate Files or Reviewer Files. The file will be downloaded to your computer and/or pop up in a new web browser window. You can also check multiple files or all files to download a zip file to your computer.
    • If you are a PRC reviewer, you may also have a Box folder of materials for your convenience. Contact AHR for more information.
    • If you are an ad hoc reviewer, you may also have a Box folder of materials for your convenience. Contact your ad hoc committee chair for more information.
  • To get back to the case list, go back the Reviewer Dashboard (see step 1). To navigate to another case, click on any tile on the left with an individual’s name on it.

zip file option

 

Step 4 - Download and fill out your review template

  • At the bottom of the case, you will see a link to download the template for your reviewer role (e.g., Supervisor, Ad Hoc, Peer Review Committee).
  • Download and fill out your respective template.
  • Please make sure your file name includes your specific role (e.g., Primary Supervisor, Secondary Supervisor, Ad Hoc, Peer Review Committee)

 

Step 5 - Enter workflow automation (WFA) software

  • When you are ready to submit your review document, go back to the Reviewer Dashboard (see step 1) and click on a case (see step 2) and click on "Upload and Submit Your Review."
  • The case will open in WFA in a new web browser tab.
  • Troubleshooting: See troubleshooting steps below.

Screenshot 2023-01-30 at 10.07.21 AM

 

Step 6 - Upload your review comments

  • Upload your review document into the box with your role in the heading.
  • Upload your materials to each box by clicking on the box and navigating to the files on your computer.

WFA PRC

 

Step 7 - You're done!

  • The form autosubmits after you upload. You will see a confirmation screen.
  • You can close that web browser tab and go back to the Reviewer Dashboard (see step 1) and click on a case (see step 2) to see the file that you uploaded. Please note there may be a 5-15 minute delay between uploading in WFA and seeing the documents in the Reviewer Dashboard under the case Reviewer Files.
  • You cannot change the uploaded file after you upload it. If you need to make changes to your review, please contact AHR.

WFA confirmation

Troubleshooting

When I click on a link or icon, nothing happens.

You may need to enable pop-up windows for projectboard.ucanr.edu and wfa.ucanr.edu.

 

I can see Project Board, but when I go to my case in WFA, the screen is blank.

Settings on personal computers may need to be reset in order for your computer to generate a new token and see cases in WFA. Follow these instructions:

1. Please clear your web browser cache (Chrome instructions and Firefox instructions for clearing cache) of all history then close and re-open the web browser. Note the default to clear history may be 30 minutes, so please use the dropdown to change to "all time." If you do not wish to clear your cache, please open a different web browser, clear the cache of all history, close and re-open the browser, and restart the login process.

2. PC users may also have to clear web browser cache and settings in Microsoft Edge, even if you have never used Microsoft Edge (Edge instructions for clearing cache). After successfully logging in and seeing your case in Edge, you should be able to see your case in Chrome.

 

Why do I see my own case in the Reviewer Dashboard?

Per the requirements of Annual Evaluation cases, the final stage is Candidate Assent/Dissent. If you have are doing an AE case, it displays on the Reviewer Dashboard so that you can upload the final document.